VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
-$95.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.91M
3
+$1.83M
4
AWK icon
American Water Works
AWK
+$1.73M
5
ACN icon
Accenture
ACN
+$1.61M

Top Sells

1
+$13.4M
2
+$8.93M
3
+$2.23M
4
AAPL icon
Apple
AAPL
+$1.12M
5
TTE icon
TotalEnergies
TTE
+$752K

Sector Composition

1 Technology 17.76%
2 Healthcare 17.38%
3 Industrials 11.89%
4 Financials 10.9%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$68K 0.01%
226
+62
252
$67K 0.01%
+1,205
253
$67K 0.01%
644
254
$66K 0.01%
447
-70
255
$64K 0.01%
3,719
+362
256
$64K 0.01%
159
-5
257
$63K 0.01%
289
+161
258
$58K 0.01%
2,310
+85
259
$57K 0.01%
2,330
-579
260
$57K 0.01%
700
261
$57K 0.01%
+1,173
262
$56K 0.01%
1,540
+1,420
263
$56K 0.01%
1,500
264
$56K 0.01%
+550
265
$55K 0.01%
970
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266
$55K 0.01%
3,940
-672
267
$54K 0.01%
+1,094
268
$53K 0.01%
980
269
$52K ﹤0.01%
+643
270
$52K ﹤0.01%
896
271
$52K ﹤0.01%
+1,100
272
$51K ﹤0.01%
773
273
$51K ﹤0.01%
1,972
274
$50K ﹤0.01%
1,658
275
$48K ﹤0.01%
613
9 10
11
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